CRM FEATURES
ACCURATE REPORTS
Reports section to analyze real-time, what’s working for your business and what’s not so as to speed up decision making and avoid unnecessary expenses/losses. Our free trial will convince you.
RAISE A TICKET
Whether someone’s internet is not working, someone is facing an issue with housekeeping or someone needs something urgently regarding his or her work, they can easily raise a ticket for all their issues and Admin can assign the tickets to the respective departments or agents. Our free trial will convince you.
SECURE CLIENT LOGIN PORTALS
Easily share info & files with clients, Clients only see their unique data, 100% Branded with your Brand.
SEND & RECEIVE UNLIMITED FILES
Clients can easily download their files, Easily send & receive files of any size, No more sketch email attachments.
SECURE CLIENT LOGIN PORTALS
Easily share info & files with clients, Clients only see their unique data, 100% Branded with your Brand.
SEND & RECEIVE UNLIMITED FILES
Clients can easily download their files, Easily send & receive files of any size, No more sketch email attachments.
PROJECT & TASK MANAGEMENT
Delegate, Collaborate & Organize, Recurring Tasks & More, Project Templates save Setup Time.
ESTIMATES, INVOICES & PAYMENTS
Clients can view and approve Estimates, Clients can easily pay Invoices Online, Setup Recurring Payments Subscriptions.
TIME TRACKING W/ INTEGRATED BILLING
Start, Pause & stop multiple timers, Each asset can set an hourly rate, Add tracked time to invoice.
REAL-TIME INTERNAL CHAT
One to One channels, Increase productivity & save time by reducing email messaging back & forth.
TIME TRACKING W/ INTEGRATED BILLING
Start, Pause & stop multiple timers, Each asset can set an hourly rate, Add tracked time to invoice.
REAL-TIME INTERNAL CHAT
One to One channels, Increase productivity & save time by reducing email messaging back & forth.
